Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,074
Closed -$281K 876
2025
Q1
$281K Buy
+9,074
New +$281K ﹤0.01% 1382
2024
Q4
Sell
-7,633
Closed -$231K 1591
2024
Q3
$231K Buy
+7,633
New +$231K ﹤0.01% 1308
2024
Q2
Sell
-14,412
Closed -$457K 1311
2024
Q1
$457K Buy
14,412
+283
+2% +$8.98K 0.01% 875
2023
Q4
$481K Buy
+14,129
New +$481K 0.01% 793
2022
Q2
Sell
-8,054
Closed -$236K 728
2022
Q1
$236K Buy
8,054
+32
+0.4% +$938 0.01% 641
2021
Q4
$222K Buy
+8,022
New +$222K 0.01% 662